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The Analysis of Onyx Bridge Wealth Group LLC's Holdings & P&L

Currently, Onyx Bridge Wealth Group LLC holds 373 types of securities in its portfolio with a total value $930.0M. In the most recent quarter, they have increased their positions in XLU (+244.6K shares, valued at $11.2M), JPIB (+176.9K shares, valued at $8.5M), PULS (+166.8K shares, valued at $8.3M); decreased their positions in XLY (-99.5K shares, valued at $10.8M), IVV (-14.5K shares, valued at $9.5M), AVUV (-58.4K shares, valued at $6.4M); initiated new positions in EWJ (+21.3K shares, valued at $1.8M), MGK (+4.2K shares, valued at $1.5M), N/A (+29.7K shares, valued at $810.1K).

1M P&L

+24.4M+2.68%

3M P&L

-107.1M-10.28%

HY P&L

-77.7M-7.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A720.0M

83.2%

2Consumer Electronics23.7M

2.7%

3Semiconductors20.8M

2.4%

Top Industries by Stock Count

1N/A227 stocks

65.6%

2Asset Management9 stocks

2.6%

3Drug Manufacturers - General7 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR149.0K shares-8.89%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR50.9K shares-0.11%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE616.7K shares5.79%2026-03-312026-04-22

VUG VANGUARD INDEX FDS55.2K shares35.93%2026-03-312026-04-22

AAPL APPLE INC93.4K shares-3.01%2026-03-312026-04-22

WTV WISDOMTREE TR204.3K shares-13.62%2026-03-312026-04-22

NVDA NVIDIA CORPORATION99.6K shares-0.50%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS79.7K shares0.01%2026-03-312026-04-22

Sponsored

FLXR TCW ETF TRUST389.0K shares17.73%2026-03-312026-04-22

CGDG CAPITAL GROUP DIVIDEND GROWE424.1K shares2.30%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR111.7K shares-0.64%2026-03-312026-04-22

VMBS VANGUARD SCOTTSDALE FDS311.5K shares50.16%2026-03-312026-04-22

AGG ISHARES TR137.7K shares-8.45%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR75.1K shares-6.48%2026-03-312026-04-22

ICVT ISHARES TR118.3K shares42.57%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR261.3K shares1465.61%2026-03-312026-04-22

Sponsored

VWOB VANGUARD WHITEHALL FDS179.2K shares63.29%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR106.1K shares-6.61%2026-03-312026-04-22

CGMS CAPITAL GRP FIXED INCM ETF T429.0K shares5.62%2026-03-312026-04-22

TCAF T ROWE PRICE ETF INC309.9K shares0.21%2026-03-312026-04-22

PULS PGIM ETF TR219.1K shares318.78%2026-03-312026-04-22

VTI VANGUARD INDEX FDS32.3K shares-0.65%2026-03-312026-04-22

JPIB J P MORGAN EXCHANGE TRADED F212.6K shares495.29%2026-03-312026-04-22

IGLB ISHARES TR196.0K shares67.65%2026-03-312026-04-22

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COWZ PACER FDS TR147.3K shares-11.12%2026-03-312026-04-22

PEN PENUMBRA INC26.7K shares-0.19%2026-03-312026-04-22

CSM PROSHARES TR115.1K shares-1.11%2026-03-312026-04-22

SHV ISHARES TR77.4K shares-10.52%2026-03-312026-04-22

DGT SPDR SERIES TRUST47.7K shares9.14%2026-03-312026-04-22

MOAT VANECK ETF TRUST80.7K shares-2.73%2026-03-312026-04-22

OEF ISHARES TR23.8K shares-28.96%2026-03-312026-04-22

JQUA J P MORGAN EXCHANGE TRADED F123.3K shares1.24%2026-03-312026-04-22

Sponsored

QDPL PACER FDS TR178.7K shares-13.17%2026-03-312026-04-22

FFLC FIDELITY COVINGTON TRUST139.3K shares-17.90%2026-03-312026-04-22

MSFT MICROSOFT CORP19.3K shares4.69%2026-03-312026-04-22

ALPHABET INC ALPHABET INC23.7K shares-0.32%2026-03-312026-04-22

GLD SPDR GOLD TR15.0K shares-0.71%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS41.6K shares7.07%2026-03-312026-04-22

AMZN AMAZON COM INC29.3K shares1.21%2026-03-312026-04-22

FFEB FIRST TR EXCHNG TRADED FD VI107.6K shares-1.02%2026-03-312026-04-22

Sponsored

FJUL FIRST TR EXCHNG TRADED FD VI109.3K shares-4.14%2026-03-312026-04-22

SPIB SPDR SERIES TRUST173.6K shares-16.68%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T8.4K shares-3.30%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR120.1K shares-0.42%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR174.8K shares-1.13%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T66.3K shares1.32%2026-03-312026-04-22

SPTI SPDR SERIES TRUST169.9K shares-12.24%2026-03-312026-04-22

XMHQ INVESCO EXCHANGE TRADED FD T47.1K shares58.24%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC16.7K shares-2.42%2026-03-312026-04-22

QMAR FIRST TR EXCHNG TRADED FD VI141.2K shares-2.35%2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II20.0K shares-0.15%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F80.5K shares4.29%2026-03-312026-04-22

VGIT VANGUARD SCOTTSDALE FDS75.0K shares-2.29%2026-03-312026-04-22

VHT VANGUARD WORLD FD16.4K shares-0.58%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F78.8K shares4.45%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO14.6K shares-1.36%2026-03-312026-04-22

Sponsored

CGBL CAPITAL GROUP CORE BALANCED122.5K shares7.20%2026-03-312026-04-22

BUFR FIRST TR EXCHNG TRADED FD VI119.6K shares1.14%2026-03-312026-04-22

SGOV ISHARES TR38.8K shares87.15%2026-03-312026-04-22

BROADCOM INC BROADCOM INC12.4K shares-0.42%2026-03-312026-04-22

QOWZ INVESCO EXCH TRADED FD TR II119.4K shares-2.71%2026-03-312026-04-22

AOM ISHARES TR77.7K shares-0.47%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR33.1K shares-63.80%2026-03-312026-04-22

META META PLATFORMS INC6.2K shares3.90%2026-03-312026-04-22

Sponsored

IWY ISHARES TR13.7K shares-31.15%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II64.1K shares1.07%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC22.6K shares5.37%2026-03-312026-04-22

ALAI THE ALGER ETF TRUST99.1K shares2.51%2026-03-312026-04-22

KAPR INNOVATOR ETFS TRUST84.5K shares-2.26%2026-03-312026-04-22

BILS SPDR SERIES TRUST30.4K shares-27.33%2026-03-312026-04-22

EWU ISHARES TR65.7K shares6.69%2026-03-312026-04-22

JHMM JOHN HANCOCK EXCHANGE TRADED44.3K shares-1.05%2026-03-312026-04-22

Sponsored

RDIV INVESCO EXCH TRADED FD TR II53.3K shares1.67%2026-03-312026-04-22

SPYG SPDR SERIES TRUST30.0K shares-4.77%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares18.95%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR58.4K shares-11.91%2026-03-312026-04-22

MUNI PIMCO ETF TR51.6K shares4.24%2026-03-312026-04-22

TSLA TESLA INC7.2K shares-1.13%2026-03-312026-04-22

FPAG INVESTMENT MANAGERS SER TR I72.8K shares4.67%2026-03-312026-04-22

FPX FIRST TR EXCHANGE-TRADED FD16.3K shares0.04%2026-03-312026-04-22

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I300.9K shares148.18%2026-03-312026-04-22

IGIB ISHARES TR47.7K shares-63.82%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC20.3K shares1.28%2026-03-312026-04-22

PYLD PIMCO ETF TR93.3K shares65.61%2026-03-312026-04-22

CVX CHEVRON CORPORATION11.4K shares-6.60%2026-03-312026-04-22

VB VANGUARD INDEX FDS9.0K shares-0.01%2026-03-312026-04-22

USFR WISDOMTREE TR44.5K shares47.19%2026-03-312026-04-22

HDV ISHARES TR16.1K shares-0.90%2026-03-312026-04-22

Sponsored

DYNF BLACKROCK ETF TRUST37.0K shares0.67%2026-03-312026-04-22

V VISA INC7.1K shares0.74%2026-03-312026-04-22

EJAN INNOVATOR ETFS TRUST61.6K shares-1.85%2026-03-312026-04-22

XOM EXXON MOBIL CORP12.2K shares2.76%2026-03-312026-04-22

IOO ISHARES TR16.5K shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares3.62%2026-03-312026-04-22

HYDB ISHARES TR42.3K shares202.17%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS8.0K shares8.64%2026-03-312026-04-22

Sponsored

DGRO ISHARES TR27.7K shares-31.84%2026-03-312026-04-22

SPYV SPDR SERIES TRUST34.3K shares-6.05%2026-03-312026-04-22

VFMF VANGUARD WELLINGTON FD12.3K shares0.12%2026-03-312026-04-22

EWC ISHARES INC34.6K shares18.83%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC4.3K shares0.05%2026-03-312026-04-22

HYLB DBX ETF TR51.5K shares-1.30%2026-03-312026-04-22

EWI ISHARES INC34.1K shares23.26%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR36.0K shares-40.30%2026-03-312026-04-22

Sponsored

EWJ ISHARES INC21.3K sharesnew addition2026-03-312026-04-22

DBJP DBX ETF TR17.6K shares131.45%2026-03-312026-04-22

EPP ISHARES INC33.3K shares136.12%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR60.2K shares-27.60%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC10.2K shares5.04%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC14.8K shares0.07%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND3.5K shares0.86%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC4.5K shares-6.36%2026-03-312026-04-22

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD6.8K shares0.16%2026-03-312026-04-22

CNEQ THE ALGER ETF TRUST50.4K shares19.06%2026-03-312026-04-22

FTCS FIRST TR EXCHANGE-TRADED FD16.7K shares0.35%2026-03-312026-04-22

MGK VANGUARD WORLD FD4.2K sharesnew addition2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC30.4K shares-1.16%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.7K shares6.59%2026-03-312026-04-22

PG PROCTER & GAMBLE CO10.0K shares0.37%2026-03-312026-04-22

MO ALTRIA GROUP INC21.7K shares0.28%2026-03-312026-04-22

Sponsored

LLY ELI LILLY & CO1.5K shares2.63%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON5.7K shares2.39%2026-03-312026-04-22

PFE PFIZER INC49.1K shares2.68%2026-03-312026-04-22

BIL SPDR SERIES TRUST14.7K shares416.88%2026-03-312026-04-22

ABBV ABBVIE INC6.2K shares1.05%2026-03-312026-04-22

PPI INVESTMENT MANAGERS SER TR I64.1K shares4.46%2026-03-312026-04-22

MA MASTERCARD INCORPORATED2.6K shares0.65%2026-03-312026-04-22

AOK ISHARES TR32.9K shares0.53%2026-03-312026-04-22

Sponsored

COST COSTCO WHOLESALE CORPORATION1.3K shares38.35%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC3.7K shares5.04%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS26.1K shares-35.09%2026-03-312026-04-22

CG CARLYLE GROUP INC25.0K shares0.00%2026-03-312026-04-22

FPF FIRST TR INTER DURATN PFD &67.9K shares6.51%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR19.4K shares4.33%2026-03-312026-04-22

T AT&T INC40.7K shares-5.07%2026-03-312026-04-22

WMT WALMART INC9.4K shares-0.19%2026-03-312026-04-22

Sponsored

CRWD CROWDSTRIKE HLDGS INC3.0K shares10.28%2026-03-312026-04-22

NFLX NETFLIX INC.11.8K shares5.06%2026-03-312026-04-22

SPYM SPDR SERIES TRUST14.6K shares-1.38%2026-03-312026-04-22

SPHY SPDR SERIES TRUST47.9K shares-42.26%2026-03-312026-04-22

QQMG INVESCO EXCH TRADED FD TR II27.0K shares-1.47%2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.0K shares-5.18%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP12.4K shares242.84%2026-03-312026-04-22

VTV VANGUARD INDEX FDS5.0K shares-0.08%2026-03-312026-04-22

Sponsored

ARCC ARES CAPITAL CORP54.8K shares3.29%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP1.6K shares9.13%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP3.5K shares0.95%2026-03-312026-04-22

GBDC GOLUB CAP BDC INC74.2K shares-41.60%2026-03-312026-04-22

IWM ISHARES TR3.7K shares-2.49%2026-03-312026-04-22

ITA ISHARES TR4.2K shares-2.11%2026-03-312026-04-22

MDYV SPDR SERIES TRUST10.6K shares-6.60%2026-03-312026-04-22

ALPS ETF TR ALPS ETF TR17.1K shares8.80%2026-03-312026-04-22

Sponsored

SCHM SCHWAB STRATEGIC TR29.0K shares0.08%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE3.1K shares-2.10%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.7K shares6.96%2026-03-312026-04-22

LCR MANAGED PORTFOLIO SERIES22.9K shares-1.08%2026-03-312026-04-22

CSCO CISCO SYS INC11.0K shares1.69%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II7.6K shares56.25%2026-03-312026-04-22

VXUS VANGUARD STAR FDS11.0K shares0.64%2026-03-312026-04-22

RDVY FIRST TR EXCHANGE TRADED FD12.3K shares0.65%2026-03-312026-04-22

Sponsored

VO VANGUARD INDEX FDS2.9K shares0.77%2026-03-312026-04-22

BLACKROCK ETF TRUST BLACKROCK ETF TRUST29.7K sharesnew addition2026-03-312026-04-22

HD HOME DEPOT INC2.5K shares-2.62%2026-03-312026-04-22

BUFG FIRST TR EXCHNG TRADED FD VI30.0K shares-1.14%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares0.34%2026-03-312026-04-22

FAUG FIRST TR EXCHNG TRADED FD VI14.9K shares-1.28%2026-03-312026-04-22

TNGY TORTOISE CAPITAL SERIES TRUS73.8K shares0.07%2026-03-312026-04-22

PWR QUANTA SVCS INC1.4K shares3.77%2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INC897 shares19.92%2026-03-312026-04-22

IJH ISHARES TR10.9K shares-0.45%2026-03-312026-04-22

BA BOEING CO3.7K shares-1.17%2026-03-312026-04-22

XAR SPDR SERIES TRUST2.9K shares25.93%2026-03-312026-04-22

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE36.8K shares33.30%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC9.8K shares2.60%2026-03-312026-04-22

DIS DISNEY WALT CO7.2K shares-0.89%2026-03-312026-04-22

Sponsored

OMAH TIDAL TRUST III38.4K shares21.16%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC7.0K shares-12.06%2026-03-312026-04-22

KHPI MANAGED PORTFOLIO SERIES28.5K shares-49.25%2026-03-312026-04-22

AMGN AMGEN INC1.9K shares3.20%2026-03-312026-04-22

DSEP FIRST TR EXCHNG TRADED FD VI15.0K shares-0.29%2026-03-312026-04-22

ENDW EA SERIES TRUST20.6K sharesnew addition2026-03-312026-04-22

MTB M & T BK CORP3.1K shares-13.24%2026-03-312026-04-22

GILD GILEAD SCIENCES INC4.6K shares-9.03%2026-03-312026-04-22

Sponsored

GEV GE VERNOVA INC727 shares1.25%2026-03-312026-04-22

ESGD ISHARES TR6.6K shares-21.45%2026-03-312026-04-22

VGT VANGUARD WORLD FD906 shares-18.16%2026-03-312026-04-22

RWR SPDR SERIES TRUST6.2K shares-61.44%2026-03-312026-04-22

IMCG ISHARES TR8.0K shares-7.12%2026-03-312026-04-22

GDX VANECK ETF TRUST6.7K shares0.00%2026-03-312026-04-22

KO COCA COLA CO8.0K shares0.34%2026-03-312026-04-22

SPAB SPDR SERIES TRUST23.4K shares-15.02%2026-03-312026-04-22

Sponsored

BJAN INNOVATOR ETFS TRUST11.3K shares-6.66%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC2.9K shares6.07%2026-03-312026-04-22

ASML ASML HLDG NV445 shares7.49%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS9.1K shares7.64%2026-03-312026-04-22

DTCR GLOBAL X FDS24.2K shares48.27%2026-03-312026-04-22

ENFR ALPS ETF TR15.0K shares-2.71%2026-03-312026-04-22

SIVR ABRDN SILVER ETF TRUST8.0K shares11.52%2026-03-312026-04-22

UNP UNION PAC CORP2.4K shares0.38%2026-03-312026-04-22

Sponsored

IEMG ISHARES INC8.2K shares0.13%2026-03-312026-04-22

UAUG INNOVATOR ETFS TRUST14.5K shares0.00%2026-03-312026-04-22

KHC KRAFT HEINZ CO25.3K shares-16.90%2026-03-312026-04-22

BAC BANK AMERICA CORP11.6K shares-1.61%2026-03-312026-04-22

SMMU PIMCO ETF TR10.9K shares0.69%2026-03-312026-04-22

EAGG ISHARES TR11.5K shares-5.35%2026-03-312026-04-22

SUB ISHARES TR5.1K shares0.41%2026-03-312026-04-22

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD26.8K sharesnew addition2026-03-312026-04-22

Sponsored

ALLW SSGA ACTIVE TR18.8K sharesnew addition2026-03-312026-04-22

TOK ISHARES TR4.1K shares0.00%2026-03-312026-04-22

TQQQ PROSHARES TR12.9K shares0.00%2026-03-312026-04-22

MTUM ISHARES TR2.2K shares0.00%2026-03-312026-04-22

GQQQ EA SERIES TRUST18.3K shares0.89%2026-03-312026-04-22

QCOM QUALCOMM INC4.1K shares-0.15%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF13.7K shares38.03%2026-03-312026-04-22

DNL WISDOMTREE TR12.8K shares-3.00%2026-03-312026-04-22

Sponsored

SPDW SPDR INDEX SHS FDS11.0K shares-5.09%2026-03-312026-04-22

FEZ SPDR INDEX SHS FDS8.1K shares15.54%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO8.2K shares-34.10%2026-03-312026-04-22

ITOT ISHARES TR3.5K shares0.35%2026-03-312026-04-22

QCLN FIRST TR EXCHANGE-TRADED FD10.5K shares1.20%2026-03-312026-04-22

NEE NEXTERA ENERGY INC5.2K shares4.79%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO1.9K shares2.14%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC497 shares0.81%2026-03-312026-04-22

Sponsored

FLQM FRANKLIN TEMPLETON ETF TR8.7K shares116.57%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC4.1K shares-2.52%2026-03-312026-04-22

FSK FS KKR CAP CORP45.4K shares-10.00%2026-03-312026-04-22

NLR VANECK ETF TRUST3.5K shares59.57%2026-03-312026-04-22

EXC EXELON CORP9.3K shares-0.25%2026-03-312026-04-22

BAB INVESCO EXCH TRADED FD TR II16.9K shares-27.73%2026-03-312026-04-22

DSI ISHARES TR3.7K shares0.00%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC2.2K shares0.05%2026-03-312026-04-22

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II16.8K shares0.28%2026-03-312026-04-22

ZECP ZACKS TRUST13.4K shares0.00%2026-03-312026-04-22

BSCR INVESCO EXCH TRD SLF IDX FD22.9K shares-5.37%2026-03-312026-04-22

PNQI INVESCO EXCHANGE TRADED FD T9.9K shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP1.4K shares5.70%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.3K shares4.76%2026-03-312026-04-22

ELM SERIES PORTFOLIOS TR15.9K sharesnew addition2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS8.9K shares-35.21%2026-03-312026-04-22

Sponsored

ABT ABBOTT LABORATORIES4.1K shares-0.74%2026-03-312026-04-22

ASTS AST SPACEMOBILE INC5.1K shares-1.64%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC3.7K shares0.16%2026-03-312026-04-22

SCHO SCHWAB STRATEGIC TR17.2K shares0.00%2026-03-312026-04-22

ROE EA SERIES TRUST11.7K shares-4.92%2026-03-312026-04-22

PEP PEPSICO INC2.7K shares2.53%2026-03-312026-04-22

DFEB FIRST TR EXCHNG TRADED FD VI8.5K shares-7.45%2026-03-312026-04-22

PFS PROVIDENT FINL SVCS INC18.6K shares0.00%2026-03-312026-04-22

Sponsored

DE DEERE & CO697 shares-9.01%2026-03-312026-04-22

IVE ISHARES TR1.8K shares0.11%2026-03-312026-04-22

GLW CORNING INC2.9K sharesnew addition2026-03-312026-04-22

XSHQ INVESCO EXCH TRADED FD TR II9.2K shares-3.13%2026-03-312026-04-22

THE ALGER ETF TRUST THE ALGER ETF TRUST12.3K shares30.52%2026-03-312026-04-22

MAMA MAMAS CREATIONS INC25.0K shares0.00%2026-03-312026-04-22

XOVR ENTREPRENEURSHARES SERIES TR22.6K shares39.55%2026-03-312026-04-22

CMDT PIMCO ETF TR11.7K shares31.35%2026-03-312026-04-22

Sponsored

ORCL ORACLE CORP2.6K shares54.03%2026-03-312026-04-22

BUFD FIRST TR EXCHNG TRADED FD VI13.3K shares-0.02%2026-03-312026-04-22

BALI BLACKROCK ETF TRUST12.1K shares1.89%2026-03-312026-04-22

BITB BITWISE BITCOIN ETF TR10.0K shares11.42%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares8.04%2026-03-312026-04-22

EEMV ISHARES INC5.7K shares70.10%2026-03-312026-04-22

MUB ISHARES TR3.4K shares-6.33%2026-03-312026-04-22

LOW LOWES COS INC1.5K shares-0.65%2026-03-312026-04-22

Sponsored

BUFF INNOVATOR ETFS TRUST7.3K shares-23.39%2026-03-312026-04-22

ESML ISHARES TR7.6K sharesnew addition2026-03-312026-04-22

FTCB FIRST TR EXCHANGE-TRADED FD17.1K shares1.38%2026-03-312026-04-22

CAT CATERPILLAR INC504 sharesnew addition2026-03-312026-04-22

CRM SALESFORCE INC1.9K shares-9.17%2026-03-312026-04-22

COP CONOCOPHILLIPS2.6K shares0.04%2026-03-312026-04-22

SYM SYMBOTIC INC6.5K shares-1.19%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR3.1K shares-96.93%2026-03-312026-04-22

Sponsored

TRV TRAVELERS COMPANIES INC1.2K shares0.52%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC2.1K shares-1.99%2026-03-312026-04-22

NULV NUSHARES ETF TR7.4K shares0.00%2026-03-312026-04-22

FBCG FIDELITY COVINGTON TRUST6.7K shares-61.00%2026-03-312026-04-22

PDP INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-03-312026-04-22

CGXU CAPITAL GROUP INTL FOCUS EQT11.1K shares-0.58%2026-03-312026-04-22

IDV ISHARES TR7.6K shares-2.86%2026-03-312026-04-22

ESGE ISHARES INC7.1K shares-32.97%2026-03-312026-04-22

Sponsored

IUSG ISHARES TR2.1K shares0.00%2026-03-312026-04-22

IVW ISHARES TR2.8K shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC1.4K shares7.79%2026-03-312026-04-22

NJUL INNOVATOR ETFS TRUST4.3K shares0.00%2026-03-312026-04-22

GRID FIRST TR EXCHANGE-TRADED FD1.9K shares12.14%2026-03-312026-04-22

MPC MARATHON PETE CORP1.3K shares0.64%2026-03-312026-04-22

MDYG SPDR SERIES TRUST3.2K shares-5.20%2026-03-312026-04-22

WELL WELLTOWER INC1.5K shares2.25%2026-03-312026-04-22

Sponsored

IRM IRON MTN INC DEL3.0K shares0.85%2026-03-312026-04-22

BCSF BAIN CAP SPECIALTY FIN INC24.4K shares-1.96%2026-03-312026-04-22

JGRO J P MORGAN EXCHANGE TRADED F3.6K shares-47.65%2026-03-312026-04-22

NOBL PROSHARES TR2.8K shares32.97%2026-03-312026-04-22

IUS INVESCO EXCH TRD SLF IDX FD5.2K shares-40.64%2026-03-312026-04-22

INTC INTEL CORP6.7K shares-46.66%2026-03-312026-04-22

ETY EATON VANCE TAX-MANAGED DIVE21.5K shares1.97%2026-03-312026-04-22

XDEC FIRST TR EXCHNG TRADED FD VI7.3K shares-3.04%2026-03-312026-04-22

Sponsored

FNDX SCHWAB STRATEGIC TR10.6K shares0.00%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC1.8K shares2.87%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP3.1K shares1.50%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR3.3K sharesnew addition2026-03-312026-04-22

SNOW SNOWFLAKE INC1.9K shares10.70%2026-03-312026-04-22

EMHY ISHARES INC7.0K sharesnew addition2026-03-312026-04-22

EFA ISHARES TR2.8K shares-5.68%2026-03-312026-04-22

QDVO AMPLIFY ETF TR10.2K shares-16.07%2026-03-312026-04-22

Sponsored

LINDE PLC LINDE PLC546 shares0.18%2026-03-312026-04-22

MMM 3M CO1.8K shares-2.47%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO869 shares3.58%2026-03-312026-04-22

ICOW PACER FDS TR6.2K shares-5.33%2026-03-312026-04-22

NOW SERVICENOW INC2.5K shares2.14%2026-03-312026-04-22

WMB WILLIAMS COS INC3.5K shares0.54%2026-03-312026-04-22

RISR TIDAL TRUST I7.0K shares-5.30%2026-03-312026-04-22

FRI FIRST TR EXCHANGE-TRADED FD8.9K shares-0.19%2026-03-312026-04-22

Sponsored

DVY ISHARES TR1.7K shares-10.48%2026-03-312026-04-22

OTF BLUE OWL TECHNOLOGY FIN CORP20.1K shares95.91%2026-03-312026-04-22

RTX RTX CORPORATION1.3K shares3.60%2026-03-312026-04-22

MINT PIMCO ETF TR2.4K shares14.32%2026-03-312026-04-22

FE FIRSTENERGY CORP4.7K shares-0.53%2026-03-312026-04-22

AGGA EA SERIES TRUST9.5K shares-1.68%2026-03-312026-04-22

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-04-22

D DOMINION ENERGY INC3.8K shares1.67%2026-03-312026-04-22

Sponsored

USRT ISHARES TR3.9K shares-2.63%2026-03-312026-04-22

CURE DIREXION SHARES ETF TRUST2.5K shares0.32%2026-03-312026-04-22

INTU INTUIT526 shares26.44%2026-03-312026-04-22

EBND SPDR SERIES TRUST10.9K shares-60.76%2026-03-312026-04-22

MGC VANGUARD WORLD FD954 shares0.00%2026-03-312026-04-22

GHYG ISHARES INC5.0K shares-38.50%2026-03-312026-04-22

AOR ISHARES TR3.5K shares-0.34%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC483 shares8.30%2026-03-312026-04-22

Sponsored

ISTB ISHARES TR4.6K shares-65.90%2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW677 shares0.45%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC494 shares0.61%2026-03-312026-04-22

TECL DIREXION SHARES ETF TRUST2.5K shares0.16%2026-03-312026-04-22

CIBR FIRST TR EXCHANGE-TRADED FD3.5K shares13.98%2026-03-312026-04-22

SPSM SPDR SERIES TRUST4.4K shares-31.00%2026-03-312026-04-22

FVAL FIDELITY COVINGTON TRUST3.0K shares0.00%2026-03-312026-04-22

IEFA ISHARES TR2.3K shares-6.45%2026-03-312026-04-22

Sponsored

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-04-22

ONEQ FIDELITY COMWLTH TR2.5K shares0.61%2026-03-312026-04-22

SIL GLOBAL X FDS2.3K sharesnew addition2026-03-312026-04-22

QTEC FIRST TR EXCHANGE-TRADED FD960 shares0.00%2026-03-312026-04-22

MFIC MIDCAP FINANCIAL INVSTMNT CO18.3K shares1.38%2026-03-312026-04-22

SLV ISHARES SILVER TR3.0K sharesnew addition2026-03-312026-04-22

RODM LATTICE STRATEGIES TR5.2K sharesnew addition2026-03-312026-04-22

ECOW PACER FDS TR7.7K sharesnew addition2026-03-312026-04-22

Sponsored

SPXL DIREXION SHARES ETF TRUST1.1K shares1.67%2026-03-312026-04-22

AB ALLIANCEBERNSTEIN HLDG L P5.4K sharesnew addition2026-03-312026-04-22

XSD SPDR SERIES TRUST616 sharesnew addition2026-03-312026-04-22

GSK PLC GSK PLC3.6K sharesnew addition2026-03-312026-04-22

UUUU ENERGY FUELS INC10.7K shares0.00%2026-03-312026-04-22

PFFD GLOBAL X FDS10.4K shares1.45%2026-03-312026-04-22

ONDS ONDAS INC21.0K sharesnew addition2026-03-312026-04-22

USA LIBERTY ALL STAR EQUITY FD30.9K shares6.90%2026-03-312026-04-22

Sponsored

PDO PIMCO DYNAMIC INCOME OPRNTS13.2K shares0.00%2026-03-312026-04-22

SMR NUSCALE PWR CORP15.3K sharesnew addition2026-03-312026-04-22

GGN GAMCO GLOBAL GOLD NAT RES &28.0K shares0.00%2026-03-312026-04-22

EVV EATON VANCE LIMITED DURATION14.1K shares3.54%2026-03-312026-04-22

DHC DIVERSIFIED HEALTHCARE TR18.4K shares0.00%2026-03-312026-04-22

LAND GLADSTONE LD CORP11.5K shares1.08%2026-03-312026-04-22

AGD ABRDN GLOBAL DYNAMIC DIVIDEN10.4K shares0.37%2026-03-312026-04-22

ABEV AMBEV SA37.4K shares0.00%2026-03-312026-04-22

Sponsored

NPCT NUVEEN CORE PLUS IMPACT FUND10.3K shares0.00%2026-03-312026-04-22

NOK NOKIA CORP12.1K shares0.00%2026-03-312026-04-22

SIGA SIGA TECHNOLOGIES INC13.0K shares0.00%2026-03-312026-04-22

QS QUANTUMSCAPE CORP10.3K sharesnew addition2026-03-312026-04-22

NIO NIO INC10.7K shares0.00%2026-03-312026-04-22

RXRX RECURSION PHARMACEUTICALS IN19.2K shares11.63%2026-03-312026-04-22

SG SWEETGREEN INC10.8K sharesnew addition2026-03-312026-04-22

PSEC PROSPECT CAP CORP15.9K shares1.28%2026-03-312026-04-22

Sponsored

EVC ENTRAVISION COMMUNICATIONS C12.0K shares0.00%2026-03-312026-04-22

AKBA AKEBIA THREAPEUTICS INC15.0K shares0.00%2026-03-312026-04-22

CLWT EURO TECH HOLDINGS CO LTD16.9K shares10.46%2026-03-312026-04-22

GERN GERON CORP10.0K shares0.00%2026-03-312026-04-22

TALPHERA INC TALPHERA INC11.5K shares0.00%2026-03-312026-04-22

IVV

ISHARES TR

-8.89%

Shares149.0K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-0.11%

Shares50.9K

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.79%

Shares616.7K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

35.93%

Shares55.2K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-3.01%

Shares93.4K

Event2026-03-31

Filed2026-04-22

WTV

WISDOMTREE TR

-13.62%

Shares204.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-0.50%

Shares99.6K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

0.01%

Shares79.7K

Event2026-03-31

Filed2026-04-22

FLXR

TCW ETF TRUST

17.73%

Shares389.0K

Event2026-03-31

Filed2026-04-22

CGDG

CAPITAL GROUP DIVIDEND GROWE

2.30%

Shares424.1K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-0.64%

Shares111.7K

Event2026-03-31

Filed2026-04-22

VMBS

VANGUARD SCOTTSDALE FDS

50.16%

Shares311.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

-8.45%

Shares137.7K

Event2026-03-31

Filed2026-04-22

XLI

SELECT SECTOR SPDR TR

-6.48%

Shares75.1K

Event2026-03-31

Filed2026-04-22

ICVT

ISHARES TR

42.57%

Shares118.3K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

1465.61%

Shares261.3K

Event2026-03-31

Filed2026-04-22

VWOB

VANGUARD WHITEHALL FDS

63.29%

Shares179.2K

Event2026-03-31

Filed2026-04-22

XLC

SELECT SECTOR SPDR TR

-6.61%

Shares106.1K

Event2026-03-31

Filed2026-04-22

CGMS

CAPITAL GRP FIXED INCM ETF T

5.62%

Shares429.0K

Event2026-03-31

Filed2026-04-22

TCAF

T ROWE PRICE ETF INC

0.21%

Shares309.9K

Event2026-03-31

Filed2026-04-22

PULS

PGIM ETF TR

318.78%

Shares219.1K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

-0.65%

Shares32.3K

Event2026-03-31

Filed2026-04-22

JPIB

J P MORGAN EXCHANGE TRADED F

495.29%

Shares212.6K

Event2026-03-31

Filed2026-04-22

IGLB

ISHARES TR

67.65%

Shares196.0K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

-11.12%

Shares147.3K

Event2026-03-31

Filed2026-04-22

PEN

PENUMBRA INC

-0.19%

Shares26.7K

Event2026-03-31

Filed2026-04-22

CSM

PROSHARES TR

-1.11%

Shares115.1K

Event2026-03-31

Filed2026-04-22

SHV

ISHARES TR

-10.52%

Shares77.4K

Event2026-03-31

Filed2026-04-22

DGT

SPDR SERIES TRUST

9.14%

Shares47.7K

Event2026-03-31

Filed2026-04-22

MOAT

VANECK ETF TRUST

-2.73%

Shares80.7K

Event2026-03-31

Filed2026-04-22

OEF

ISHARES TR

-28.96%

Shares23.8K

Event2026-03-31

Filed2026-04-22

JQUA

J P MORGAN EXCHANGE TRADED F

1.24%

Shares123.3K

Event2026-03-31

Filed2026-04-22

QDPL

PACER FDS TR

-13.17%

Shares178.7K

Event2026-03-31

Filed2026-04-22

FFLC

FIDELITY COVINGTON TRUST

-17.90%

Shares139.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

4.69%

Shares19.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.32%

Shares23.7K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-0.71%

Shares15.0K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

7.07%

Shares41.6K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.21%

Shares29.3K

Event2026-03-31

Filed2026-04-22

FFEB

FIRST TR EXCHNG TRADED FD VI

-1.02%

Shares107.6K

Event2026-03-31

Filed2026-04-22

FJUL

FIRST TR EXCHNG TRADED FD VI

-4.14%

Shares109.3K

Event2026-03-31

Filed2026-04-22

SPIB

SPDR SERIES TRUST

-16.68%

Shares173.6K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-3.30%

Shares8.4K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

-0.42%

Shares120.1K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-1.13%

Shares174.8K

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

1.32%

Shares66.3K

Event2026-03-31

Filed2026-04-22

SPTI

SPDR SERIES TRUST

-12.24%

Shares169.9K

Event2026-03-31

Filed2026-04-22

XMHQ

INVESCO EXCHANGE TRADED FD T

58.24%

Shares47.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-2.42%

Shares16.7K

Event2026-03-31

Filed2026-04-22

QMAR

FIRST TR EXCHNG TRADED FD VI

-2.35%

Shares141.2K

Event2026-03-31

Filed2026-04-22

QQQM

INVESCO EXCH TRADED FD TR II

-0.15%

Shares20.0K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

4.29%

Shares80.5K

Event2026-03-31

Filed2026-04-22

VGIT

VANGUARD SCOTTSDALE FDS

-2.29%

Shares75.0K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

-0.58%

Shares16.4K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

4.45%

Shares78.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-1.36%

Shares14.6K

Event2026-03-31

Filed2026-04-22

CGBL

CAPITAL GROUP CORE BALANCED

7.20%

Shares122.5K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TR EXCHNG TRADED FD VI

1.14%

Shares119.6K

Event2026-03-31

Filed2026-04-22

SGOV

ISHARES TR

87.15%

Shares38.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-0.42%

Shares12.4K

Event2026-03-31

Filed2026-04-22

QOWZ

INVESCO EXCH TRADED FD TR II

-2.71%

Shares119.4K

Event2026-03-31

Filed2026-04-22

AOM

ISHARES TR

-0.47%

Shares77.7K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

-63.80%

Shares33.1K

Event2026-03-31

Filed2026-04-22